As is often the case, your strength is your weakness, and your weakness is your strength.

NEWYORKER: Battle Plans

Many times over the past two years (such as Armageddon Fears Are Overblown on June 1, 2012 and Can Doom and Gloom Save the Market? on September 16, 2011), I have made the case that the internal strength of the stock market was signaling that the economy was actually stronger than most thought.

FORBES: The Week Ahead: Are Stocks Too Far Ahead of the Economy?

Tell me, then, how is it that the managers can be so certain of the strength of their case?

CNN: Transcript: White House Counsel Ruff's opening statement